James Zalenka, financial advisor Pittsburgh PA

James Zalenka

CRD Number: 2046062
Current Firm: The Baran James Company, Inc.

James Zalenka (CRD# 2046062) is an Investment Advisor Representative working at The Baran James Company, Inc. in Pittsburgh, PA and has over 32 years of experience in the finance industry. James Zalenka has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
The Baran James Company, Inc. Pittsburgh, PA May 1995 - Current 27
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1990
Contact Info for James W. Zalenka
Phone Number: 412-531-1233
Registered State(s):
  • OH
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    95
    MILLIONS
  • Total Number of Accounts
    472
    ACCOUNTS
  • Average Account Value
    $200,484
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

OH, PA, TX

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